Whipplewood Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 42 shares of PRFZ stock, worth $1,623. This represents 0.61% of its overall portfolio holdings.
Number of Shares
42
Previous 27,789
99.85%
Holding current value
$1,623
Previous $1.16 Billion
10.02%
% of portfolio
0.61%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
307Shares Held
43.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$810 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.56MShares$99.1 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.23MShares$47.6 Million0.58% of portfolio
-
Morgan Stanley New York, NY1.11MShares$43 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$41.9 Million0.02% of portfolio